Elevation Wealth Partners’s Procter & Gamble PG Stock Holding History

Elevation Wealth Partners’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$302K	Buy	2,058 +366	+22%	+$53.3K	0.09%	109
2026 Q1	$244K	Buy	1,692 +16	+1%	+$2.43K	0.09%	104
2025 Q4	$240K	Sell	1,676 -307	-15%	-$45.3K	0.09%	107
2025 Q3	$305K	Sell	1,983 -109	-5%	-$17K	0.11%	99
2025 Q2	$333K	Hold	2,092	–	–	0.13%	89
2025 Q1	$357K	Hold	2,092	–	–	0.15%	78
2024 Q4	$351K	Hold	2,092	–	–	0.15%	79
2024 Q3	$362K	Buy	2,092 +1	+0%	+$170	0.16%	79
2024 Q2	$345K	Sell	2,091 -73	-3%	-$11.9K	0.16%	77
2024 Q1	$351K	Sell	2,164 -807	-27%	-$127K	0.18%	79
2023 Q4	$433K	Buy	2,971 +2,546	+599%	+$377K	0.26%	67
2023 Q3	$62K	Buy	425 +2	+0.5%	+$305	0.05%	134
2023 Q2	$64.2K	Buy	423 +2	+0.5%	+$301	0.05%	136
2023 Q1	$62.7K	Buy	+421	New	+$60.2K	0.06%	135

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Elevation Wealth Partners's PG Position: Q2 2026 in Review

Elevation Wealth Partners increased its Procter & Gamble (PG) stake by 22% in Q2 2026, buying an estimated $53.3K and bringing the position to 2,058 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #109.

Elevation Wealth Partners first reported a position in PG in Q1 2023 and has held it in 14 quarters since. The position peaked at $433K in Q4 2023. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Elevation Wealth Partners held 2,058 shares of Procter & Gamble worth $302K as of Q2 2026.
Elevation Wealth Partners bought 366 Procter & Gamble shares in Q2 2026, an estimated $53.3K.
Procter & Gamble made up 0.09% of Elevation Wealth Partners's portfolio in Q2 2026, its #109 holding.
Elevation Wealth Partners first reported a position in Procter & Gamble in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Procter & Gamble position peaked at $433K in Q4 2023.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.